What hedge funds are most similar to Luminvest Wealth Management LLC?

The funds with the most similar 13F portfolios to Luminvest Wealth Management LLC are STONE LOFT WEALTH, 25, Topsail Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Luminvest Wealth

13F Portfolio OverlapQ1 2026Luminvest Wealth portfolio →

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Most similar hedge funds by 13F overlap

Luminvest Wealth Management LLC is an institutional investor managing $382M across 55 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Luminvest Wealth are STONE LOFT WEALTH, 25, Topsail Wealth ,, with shared positions in $BRZE, $MKL, $USB, $COP, $HUM, $DDOG. The full ranking of 25 similar funds is below.

#1STONE LOFT WEALTH MANAGEMENT LLCActive

Substantial overlap · 5 shared positions

$BRZE $MKL $USB $COP $HUM

$140M

29 positions

#225 LLCActive

Substantial overlap · 3 shared positions

$BRZE $USB $DDOG

$324M

69 positions

#3Topsail Wealth Management, LLCActive

Substantial overlap · 6 shared positions

$BRZE $DDOG $MKL $USB $COP $HUM

$678M

294 positions

#4Charis Legacy Partners, LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $MKL $KKR

$68M

27 positions

#5Mallini Complete Financial Planning LLCSmart money

Substantial overlap · 4 shared positions

$BRZE $DDOG $KKR $HUM

$126M

61 positions

#6VANGUARD ADVISERS INCSmart money

Substantial overlap · 8 shared positions

$BRZE $MKL $DDOG $HUM $KKR $COP

$25.5B

668 positions

#7Towneley Capital Management, Inc / DESmart money

Substantial overlap · 4 shared positions

$BRZE $DDOG $COP $MKL

$478M

42 positions

#8Tenon Financial LLCSmart money

Substantial overlap · 4 shared positions

$BRZE $DDOG $DHR $KKR

$255M

54 positions

#9FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 6 shared positions

$BRZE $MKL $COP $USB $KKR $DHR

$133M

121 positions

#10Standpoint Asset Management, LLCActive

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$412M

8 positions

#11SVRN Asset Management, LLCActive

Substantial overlap · 5 shared positions

$BRZE $MKL $DDOG $HUM $SCHW

$103M

37 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Substantial overlap · 8 shared positions

$MKL $BRZE $COP $DDOG $DHR $HUM

$578M

118 positions

#13Manuka Financial, LLCActive

Substantial overlap · 7 shared positions

$BRZE $DDOG $DHR $KKR $MKL $MU

$162M

56 positions

#14Prospera Capital Management, LLCSmart money

Substantial overlap · 7 shared positions

$BRZE $MKL $DDOG $USB $COP $HUM

$199M

45 positions

#15Seneca Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$BRZE $DDOG $USB $KKR $HUM

$341M

64 positions

#16Verus Financial Partners, Inc.Smart money

Substantial overlap · 5 shared positions

$BRZE $MKL $DDOG $DHR $NSC

$1.1B

121 positions

#17Arbor Wealth Advisors LLCActive

Substantial overlap · 4 shared positions

$BRZE $KKR $HUM $SCHW

$143M

56 positions

#18Peak Financial Management, Inc.Active

Substantial overlap · 3 shared positions

$BRZE $USB $SCHW

$394M

100 positions

#19Newton One Investments LLCActive

Substantial overlap · 6 shared positions

$MKL $USB $DDOG $DHR $HUM $KKR

$368M

121 positions

#20Gleason Group, Inc.Active

Substantial overlap · 6 shared positions

$BRZE $DDOG $KKR $DHR $HUM $MKL

$1.0B

229 positions

#21SAM Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $COP $SCHW

$319M

47 positions

#22St. Louis Trust CoActive

Substantial overlap · 3 shared positions

$BRZE $MKL $DHR

$856M

145 positions

#23Hartmann Taylor Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$MKL $BRZE $HUM

$151M

54 positions

#24Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $HUM $SCHW

$255M

49 positions

#25MilWealth Group LLCSmart money

Notable overlap · 6 shared positions

$MKL $USB $HUM $KKR $BRZE $COP

$420M

81 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.